Personal Banking & Investment Advisor

BMO; Madison (WI); On-site; USD 42,000 - 55,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident & life insurance

Retirement savings

Job summary

BMO in Madison, WI is seeking a Retail Banking Sales & Service Associate to deliver exceptional customer experiences at the lobby and through channel partners. You will identify customer needs, advise on personal banking and credit card options, and guide clients to digital and self-serve options to make banking easy and fast.

You will collaborate with branches and partners to grow customer relationships, process transactions accurately, and support risk and compliance.

Qualifications

• Experience in customer service or sales preferred
• Ability to identify customer needs and tailor financial solutions
• Strong communication and interpersonal skills
• Comfort with advising on digital and self-serve banking options

Responsibilities

• Deliver exceptional service to customers and prospects
• Identify referral opportunities to grow customer relationships
• Guide customers to personal banking and credit card options
• Support branch operations and risk/compliance processes

Skills

Customer service

Sales

Consultative selling

Communication

Team collaboration

Job description

BMO in Madison, WI is seeking a Retail Banking Sales & Service Associate to deliver exceptional customer experiences at the lobby and through channel partners. You will identify customer needs, advise on personal banking and credit card options, and guide clients to digital and self-serve options to make banking easy and fast.

You will collaborate with branches and partners to grow customer relationships, process transactions accurately, and support risk and compliance.